Essex Financial Services’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

Essex Financial Services’s Portfolio JPUS Stock Details JPUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-2,424	Closed	-$222K	–	475
2022 Q2	$222K	Sell	2,424 -59	-2%	-$5.84K	0.02%	433
2022 Q1	$259K	Sell	2,483 -5	-0.2%	-$510	0.02%	415
2021 Q4	$264K	Sell	2,488 -1,060	-30%	-$108K	0.03%	395
2021 Q3	$341K	Buy	3,548 +5	+0.1%	+$493	0.04%	323
2021 Q2	$324K	Hold	3,543	–	–	0.05%	311
2021 Q1	$324K	Buy	3,543 +2	+0.1%	+$175	0.06%	253
2020 Q4	$296K	Sell	3,541 -162	-4%	-$12.9K	0.06%	246
2020 Q3	$274K	Sell	3,703 -97	-3%	-$7.14K	0.07%	224
2020 Q2	$264K	Sell	3,800 -272	-7%	-$18.1K	0.08%	205
2020 Q1	$239K	Buy	4,072 +731	+22%	+$53.6K	0.09%	209
2019 Q4	$266K	Buy	3,341 +173	+5%	+$13.4K	0.07%	225
2019 Q3	$241K	Buy	+3,168	New	+$238K	0.08%	213

Other funds holding JPUS

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Essex Financial Services's JPUS Position: Q3 2022 in Review

Essex Financial Services sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q3 2022, closing a stake of 2,424 shares — an estimated $222K sold.

Essex Financial Services first reported a position in JPUS in Q3 2019 and held it in 12 quarters. The position peaked at $341K in Q3 2021. 72 funds tracked by Wall St. Rank hold JPUS as of Q3 2022.

Essex Financial Services reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q3 2022 after selling out during the quarter.
Essex Financial Services sold 2,424 JPMorgan Diversified Return US Equity ETF shares in Q3 2022, an estimated $222K.
Essex Financial Services first reported a position in JPMorgan Diversified Return US Equity ETF in Q3 2019 and held it in 12 quarters.
Essex Financial Services's JPMorgan Diversified Return US Equity ETF position peaked at $341K in Q3 2021.
72 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q3 2022.

Based on Essex Financial Services's 13F filing for Q3 2022, filed 7 Nov 2022.